IA
JPIE icon

IFP Advisors’s JPMorgan Income ETF JPIE Stock Holding History

IFP Advisors’s Portfolio JPIE Stock Details JPIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$665K Sell
14,432
-173
-1% -$8.01K 0.01% 851
2025
Q4 		$676K Sell
14,605
-2,185
-13% -$101K 0.02% 812
2025
Q3 		$779K Buy
16,790
+4,598
+38% +$213K 0.02% 702
2025
Q2 		$565K Buy
12,192
+7,758
+175% +$355K 0.02% 780
2025
Q1 		$204K Sell
4,434
-1,321
-23% -$60.6K 0.01% 1167
2024
Q4 		$263K Buy
5,755
+519
+10% +$23.8K 0.01% 1007
2024
Q3 		$243K Buy
5,236
+426
+9% +$19.5K 0.01% 1000
2024
Q2 		$219K Buy
4,810
+1,649
+52% +$74.6K 0.01% 1004
2024
Q1 		$144K Buy
3,161
+798
+34% +$36.3K 0.01% 1147
2023
Q4 		$108K Buy
2,363
+1,703
+258% +$76K 0.01% 1210
2023
Q3 		$29.3K Hold
660
– – ﹤0.01% 1776
2023
Q2 		$29.8K Buy
+660
New +$30K ﹤0.01% 1835

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return